Generate A List Of Applicants To Follow Up From A Match

Follow the steps to generate a list of Applicants that have been sent out a match, but now need to be followed up.

Select Applicants tab from the top of Jupix. Then select Advanced Search.

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Scroll down to Mailout Options Heading.

Select Follow Up Required next to Match Follow Up then select Search.

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This will generate a list of all Applicant records who have Matches pending a follow up. Click to view an applicant record and select the Matches tab. Here you will see which Matches require a follow up.

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